BR
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Beatrice Julie Rivard

5 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
197,089 clients
Average Client Portfolio
$157K average
Assets Under Management
$30.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Davisburg, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alight Financial Solutions, LLC
February 2024 - Present · 2 yrs
Alight Financial Advisors, LLC
February 2024 - Present · 2 yrs
Alight Financial Solutions, LLCBroker
February 2024 - Present · 2 yrs
Previous Registrations
Prudential Financial Planning Services
June 2023 - January 2024 · 7 mos
Pruco Securities, LLC.Broker
December 2022 - January 2024 · 1 yr 1 mo
Nylife Securities LLCBroker
August 2020 - December 2022 · 2 yrs 4 mos
State Registrations2 states
MINC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.